Sax Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $958K | Sell |
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|
2025
Q2 | $914K | Hold |
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|
2025
Q1 | $878K | Buy |
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|
2024
Q4 | $858K | Hold |
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|
2024
Q3 | $881K | Hold |
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|
2024
Q2 | $812K | Sell |
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|
2024
Q1 | $936K | Hold |
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|
2023
Q4 | $863K | Sell |
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|
2023
Q3 | $803K | Hold |
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|
2023
Q2 | $836K | Hold |
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|
2023
Q1 | $817K | Buy |
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|
2022
Q4 | $806K | Hold |
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|
2022
Q3 | $714K | Hold |
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|
2022
Q2 | $762K | Hold |
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|
2022
Q1 | $872K | Hold |
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|
2021
Q4 | $894K | Buy |
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